USCL vs IJH

AUSCL

BIJH

Measures won2–3IJH wins · of 6 · 5Y

$10,000 · 5Y$13,830IJH

Lowest cost0.05%IJH · $5 on $10k

Most income1.26%IJH · $126 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common0.2%USCL and IJH

USCL

IJH

iShares Climate Conscious & Transition MSCI USA ETF · $2.7BiShares Core S&P Mid-Cap ETF · $125B

+20.3%3 years · per year$17,426 · $15,806+16.5%

[…]5 years · per year[…] · $13,830+6.7%

0.08%Expense ratio$8 · $5 on $10k · lower wins0.05%

1.09%12-mo yield$109 · $126 on $10k1.26%

−10.3%Worst dropSmaller wins−8.8%

13.9%VolatilityLower wins15.5%

2–3IJH wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSCL · IJH

0.0%FTI0.7%

0.0%XPO0.6%

0.0%TRU0.5%

0.0%NLY0.4%

Held in common0.2%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$125.4B
2	AUSCL	iShares Climate Conscious & Transition MSCI USA ETFRead Desk		0.08%	1.09%	−4.3%	+5.0%	+5.7%	+20.3%	new	−10.3%	$2.7B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$125.4B
2	AUSCL	iShares Climate Conscious & Transition MSCI USA ETFRead Desk		0.08%	1.09%	−4.3%	+5.0%	+5.7%	+20.3%	new	−10.3%	$2.7B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

USCL vs IJH

USCL

iShares Climate Conscious & Transition MSCI USA

[…]

IJH

iShares Core S&P Mid-Cap

$13,830

MeasureUSCLIJH

Fee0.08%0.05%

Cost on $10k a year$8$5

Yield1.09%1.26%

5 years, per year[…]+6.7%

3 years, per year+20.3%+16.5%

Worst drop · 1Y−10.3%−8.8%

Volatility · 1Y13.9%15.5%

3–2measures won
IJH first

0.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: USCL, IJH

Today

0.2%most shared, USCL and IJH

USCLIJH

USCL—0.2%

IJH0.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

USCL$109 − $8 = $101

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee